Causeway Strategic Financial Advisors

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Causeway Strategic Financial Advisors Jerry can help you manage the certainty of uncertainty. Jerry will assist you in reviewing your retirement planning horizon.

He'll look at strategies, tactics and show you tools to help you to pursue your goals. Jerome Sullivan (CA Insurance Lic. #0668720) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html

This message provides a look at how variable rates of return impact investors over time.
10/26/2026

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/25/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

10/22/2026

Talking with your adult children about inheritance can feel uncomfortable, but avoiding the conversation often creates more uncertainty for everyone involved.

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
10/19/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Surprises crop up every day, and they’re a great reason to work with us.
10/18/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

10/15/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
10/12/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Your credit score may impact what you pay for auto and home insurance.
10/11/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
10/08/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Considering a vacation home? 5 questions to determine if you’re ready.
10/05/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Address

3007 Douglas Boulevard , Ste. 150
Vacaville, CA
95661

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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